The Broker Management platform allows Branch owner-supervisors to monitor rep activities. Brokerwebstation has a “permissions database” that allows the rep to see only their client list. They can’t see other reps’ lists, but supervisors can see everything.
The platform for the Independent Rep has the same functionality as the Branch Office, just ‘without’ the multiple-tiered and permissions systems. The Independent system lets you view all your clients and manage their assets, either by dropping into their accounts or from the master account level.
The broker management system has reporting features for incomplete paperwork, margin calls, money lines, holdings and commission reports. The system also includes a wallstreete domain email address. Or, we can host your company name as the email domain and give you your own email address.
Don’t you love calling the shots?
